Debtor notes added in the project portal are considered to be public notes, which means they can be seen in both the project invoice debtor notes panel, and the project portal. Debtor notes added in the invoice are private notes, and cannot be seen in the project portal.
New debtor notes can be in the project portal by adding 'comments' against the shared invoice documents to have a conversation with the invoice contact and internal staff about the invoice payments.
Create a new debtor note / invoice comment in the portal by:
- Open the project portal.
- Open the invoices section of the portal, and find the invoice.
- Click into the 'write comment' field and type the debtor note comment.
- (Optional) Click the 'add attachments' button to upload files from your device to this comment.
- Click the 'post' button to save the comment.